LWMM

Legacy Wealth Management (Mississippi) Portfolio holdings

AUM $329M
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$314K
3
+$305K
4
MSFT icon
Microsoft
MSFT
+$279K
5
SPGI icon
S&P Global
SPGI
+$230K

Top Sells

1
+$827K
2
+$676K
3
+$471K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$133K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$73.6K

Sector Composition

1 Technology 17.01%
2 Healthcare 14.48%
3 Financials 13.61%
4 Consumer Staples 7.87%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.8M 20.48%
85,257
-335
2
$9.72M 5.89%
41,213
+1,183
3
$8.73M 5.29%
71,498
+358
4
$4.51M 2.74%
21,323
+248
5
$3.72M 2.26%
10,225
-202
6
$3.22M 1.95%
26,899
+325
7
$3.16M 1.92%
30,660
-40
8
$2.73M 1.65%
11,508
+195
9
$2.68M 1.63%
12,363
+150
10
$2.52M 1.53%
6,786
-22
11
$2.52M 1.53%
7,717
+100
12
$2.51M 1.52%
10,347
-10
13
$2.51M 1.52%
12,592
+317
14
$2.49M 1.51%
64,480
+175
15
$2.46M 1.49%
37,828
-10
16
$2.43M 1.47%
11,997
-40
17
$2.38M 1.44%
9,779
18
$2.26M 1.37%
11,385
+200
19
$2.19M 1.32%
17,518
+650
20
$2.11M 1.28%
11,120
-90
21
$2.03M 1.23%
30,658
-10,212
22
$2.03M 1.23%
10,987
+182
23
$2.02M 1.23%
5,741
+117
24
$1.99M 1.2%
13,059
+225
25
$1.98M 1.2%
8,165
-60
1
2 3 4